USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.72B
1-Year Est. Return 17.24%
This Quarter Est. Return
1 Year Est. Return
+17.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.16B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,623
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$17.9M
3
+$2.9M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$2.81M
5
CTRA icon
Coterra Energy
CTRA
+$2.75M

Top Sells

1
+$21.3M
2
+$11.7M
3
+$7.29M
4
DUK icon
Duke Energy
DUK
+$7.23M
5
VZ icon
Verizon
VZ
+$6.2M

Sector Composition

1 Energy 19.9%
2 Technology 9.12%
3 Healthcare 7.6%
4 Financials 7.25%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$576K 0.03%
4,925
-12,936
427
$576K 0.03%
56,030
+18,069
428
$571K 0.03%
19,370
+2,740
429
$566K 0.03%
8,197
-1,147
430
$565K 0.03%
4,359
-86
431
$560K 0.03%
7,060
432
$554K 0.03%
41,800
433
$550K 0.03%
8,832
-348
434
$549K 0.03%
14,800
-1,400
435
$542K 0.03%
4,495
+500
436
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437
$538K 0.02%
986
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438
$534K 0.02%
6,305
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439
$530K 0.02%
10,085
-1,497
440
$528K 0.02%
31,375
+5,050
441
$526K 0.02%
46,151
442
$525K 0.02%
6,398
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443
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11,995
444
$513K 0.02%
9,585
445
$511K 0.02%
2,428
-24
446
$509K 0.02%
+21,430
447
$509K 0.02%
7,000
448
$508K 0.02%
10,140
-150
449
$505K 0.02%
2,814
-550
450
$500K 0.02%
9,029
-349
16 17
18
19 20